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MarketBeat
Mon, April 13, 2026 astatine 9:36 AM CDT 8 min read
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Deliveries and gross fell sharply: Lotus delivered 1,908 vehicles successful Q4 and 6,520 for full-year 2025 (a 64% YoY drop), with gross of $163 cardinal successful Q4 and $519 cardinal for the year—declines absorption attributed to tariffs, phased upgraded-model rollouts, inventory actions and intensified competition.
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Profitability trends improved materially: Gross borderline roseate to 10% successful Q4 (from -11% a twelvemonth earlier) and 9% for the year, portion operating losses narrowed (Q4 operating nonaccomplishment of $66M) owed to clearing aged inventory, outgo controls, Geely procurement benefits and higher-margin work revenue.
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Strategic PHEV motorboat to broaden addressable market: Lotus launched its archetypal plug-in hybrid, the For Me (Eletre X successful the EU), aiming to scope buyers successful markets slower to follow afloat EVs and to capitalize connected little PHEV tariffs successful Europe and improved U.S./U.K. tariff clarity.
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Lotus Technology (NASDAQ:LOT) reported little conveyance deliveries and gross for the 4th fourth and afloat twelvemonth 2025, portion emphasizing improved gross borderline and reduced losses arsenic the institution worked done tariff disruption, inventory actions, and a shifting merchandise mix. Management besides highlighted the aboriginal advancement and strategical value of its archetypal plug-in hybrid model, For Me (sold arsenic Eletre X successful the European Union), arsenic it seeks to broaden request successful markets wherever battery-electric adoption is slower.
Chief Financial Officer Daxue Wang said the institution delivered 1,908 vehicles successful the 4th quarter, including 1,239 manner SUVs and sedans and 670 sports cars. Full-year 2025 deliveries totaled 6,520 units, which Wang said represented a 64% year-over-year decrease, citing a twelvemonth “marked by the interaction of tariffs, the phased commencement of the upgraded models deliveries, and intensified marketplace competition.”
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Total gross was $163 cardinal successful the 4th quarter, down 40% year-over-year, and $519 cardinal for the afloat year, down 44% year-over-year. Wang said income of goods fell 48% to $463 cardinal connected little volume, portion services gross roseate 69% to $56 million, “primarily owed to the R&D work revenue.”
Wang said gross borderline improved to 10% successful the 4th fourth from -11% a twelvemonth earlier. For the afloat year, gross borderline improved to 9% from 3% successful 2024. He attributed the betterment to the planetary rollout of upgraded models, a much favorable income mix, “healthier inventory dynamics,” and outgo control.
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